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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,556 | $84,236-88.7% | $170,439-94.4% | $70,124-86.4% |
| Participation rate | 96.7% | 70.8%+25.8pp | 83.6%+13.1pp | 69.5%+27.1pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,827 | $3,086+186.0% | $4,939+78.7% | $3,332+164.9% |
| Admin fee / account holder | $13 | $5,698-99.8% | $13,881-99.9% | $4,645-99.7% |